AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$21.8M
3
+$16.6M
4
REZI icon
Resideo Technologies
REZI
+$14.3M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$13M

Top Sells

1
+$39.7M
2
+$18.7M
3
+$16.2M
4
BEAT
BioTelemetry, Inc.
BEAT
+$13.8M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$13.6M

Sector Composition

1 Financials 9.64%
2 Industrials 9.64%
3 Consumer Discretionary 9.4%
4 Technology 8.15%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$155K 0.01%
10,025
+8,852
577
$154K 0.01%
45,000
+30,000
578
$141K 0.01%
168
+3
579
$141K 0.01%
11,050
-6,904
580
$138K 0.01%
10,399
+8,783
581
$129K 0.01%
21,500
+1,500
582
$110K 0.01%
15,864
583
$93K ﹤0.01%
10,000
584
$90K ﹤0.01%
13,354
-1,357,003
585
$81K ﹤0.01%
1,413
586
$77K ﹤0.01%
192,000
-20,000
587
$76K ﹤0.01%
15,000
588
$62K ﹤0.01%
1,720
589
$59K ﹤0.01%
10,518
-13,500
590
$55K ﹤0.01%
14,000
591
$42K ﹤0.01%
2,980
592
$39K ﹤0.01%
+1,000
593
$34K ﹤0.01%
2,500
594
$2K ﹤0.01%
2,461,173
595
– –
-523
596
– –
-1,125
597
– –
-7,139
598
– –
-200
599
– –
-50
600
– –
-8,376
22 23
24
25 26